Clearstead Trust’s Toronto Dominion Bank TD Stock Holding History

Clearstead Trust’s Portfolio TD Stock Details TD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$224K	Hold	2,400	–	–	0.04%	169
2025 Q4	$226K	Hold	2,400	–	–	0.04%	182
2025 Q3	$192K	Sell	2,400 -648	-21%	-$48.6K	0.03%	186
2025 Q2	$224K	Buy	3,048 +2,648	+662%	+$173K	0.04%	164
2025 Q1	$24K	Buy	+400	New	+$23.3K	0.01%	336
2023 Q2	–	Sell	-21	Closed	-$1.26K	–	402
2023 Q1	$1.26K	Sell	21 -138	-87%	-$8.92K	﹤0.01%	352
2022 Q4	$10K	Hold	159	–	–	﹤0.01%	310
2022 Q3	$10K	Buy	+159	New	+$10.3K	﹤0.01%	290

Other funds holding TD

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return

Clearstead Trust's TD Position: Q1 2026 in Review

Clearstead Trust held its Toronto Dominion Bank (TD) position steady in Q1 2026 at 2,400 shares worth $224K. The position accounts for 0.04% of the portfolio, ranked #169.

Clearstead Trust first reported a position in TD in Q3 2022 and has held it in 8 quarters since. The position peaked at $226K in Q4 2025. 835 funds tracked by Wall St. Rank hold TD as of Q1 2026.

Clearstead Trust held 2,400 shares of Toronto Dominion Bank worth $224K as of Q1 2026.
Clearstead Trust left its Toronto Dominion Bank share count unchanged in Q1 2026.
Toronto Dominion Bank made up 0.04% of Clearstead Trust's portfolio in Q1 2026, its #169 holding.
Clearstead Trust first reported a position in Toronto Dominion Bank in Q3 2022 and has held it in 8 quarters since.
Clearstead Trust's Toronto Dominion Bank position peaked at $226K in Q4 2025.
835 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2026.

Based on Clearstead Trust's 13F filing for Q1 2026, filed 6 May 2026.